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Eric Fox » Comments » C

  • The Wonders of Mark-to-Market: Simultaneously Well-Capitalized and Insolvent  [View article]
    Where did you get the MTM adjustment of 12,044,507...I searched the 10-K and found no such number in the filing.

    idea.sec.gov/Archives/...
    Mar 06 06:46 am |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Is this quote from LEN management a ray of hope on the horizon?

    "...aggregate levels of impairment and losses are more the nature of clean up rather than reconciliation to unknown market conditions. We have done the heavy lifting on impairment and are now situated with stated assets that can and will produce improving margins when the rate of declining market pricing subsides. We are very confident that even with continued degradation of market conditions our stated asset base will not suffer nearly the levels of impairment we saw in 2007."
    Jun 27 12:23 pm |Rating: 0 0 |Link to Comment
  • How Cheap Are U.S. Bank Stocks? [View article]
    Where did you get your price to book values from? The bank sector was trading at more than 2 times book just a few years ago, but you have the peak at only 1.25.
    Apr 18 11:54 am |Rating: 0 0 |Link to Comment
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